Vtiger On Demand: New Global Navigation Layout with Exciting Features

Vtiger On Demand has a new user interface with key improvements. Although VTOD users are probably aware of the new features, we want to keep Vtiger Open Source users up to date with On Demand improvements.  Improvements in VTOD usually become features in Vtiger open source in the future (possibly within a year). Three Key Improvements: 1. New Global Navigation that only requires two clicks compared to click-scroll-scroll-click in

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Patrick O'Brien December 14, 2017

Vtiger: European Union General Data Protection Regulation – Are You GDPR Compliant?

What is GDPR Compliance? GDPR compliance applies to any company that does business with citizens in the European Union.  Simply put, citizens in the European Union have their personal data information protected, and if their data is used without their approval, your company can be fined.  If you do business with clients in the European Union, it makes sense to invest time learning the guidelines and

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Patrick O'Brien December 12, 2017

Vtiger Customization: Automatically Get Your Previous “All” List View Search Entry Back After Clicking On a Record

We created a search capability that allows you to keep your previous search parameters from the “all” list view after clicking on a record.  You simply have to press the back button on your webpage to get back your search entry. For example, let’s say you wrote “Nick” in the name field of the search and “Capital One” in the company field of the search. 

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Patrick O'Brien December 11, 2017

Vtiger Customization: Change Field Type From Single-Select Picklist to a Multi-Select Picklist

Sometimes small feature changes can make a large difference for your everyday use of Vtiger.  We helped a client create better records by changing the field type.  We changed single-select picklists to multi-select picklists, and this provided them with accurate records.   Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]

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Patrick O'Brien December 8, 2017

Vtiger Integration: Use Your Vtiger Filters Inside Boru’s Google Maps App

If you didn’t know, you can use Google maps directly from your Vtiger with Boru’s Google Maps Integration.  We added a new picklist feature that pulls Vtiger organization filters and displays the correlating organization records on the map.   Boru’s Google Maps Picklist with Vtiger Organization Filters: Vtiger Organization filtered results on Google Maps App Location Pin Colors – breaks records into different colors based on Vtiger Organization

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Patrick O'Brien December 8, 2017

Vtiger Integration: Intercom Help Center

We integrated Intercom with Vtiger for our client.  An Intercom integration can improve a few key things in your CRM: Help center provides customer’s and leads with a near instant response time to questions they have Gives the ability to transfer lead interactions from help center into Vtiger Create help articles for visitors to your website that pop up when a customer asks the system

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Patrick O'Brien December 7, 2017

Vtiger Customization: Improved Filters for Activities Widget on Dashboard

If your company deals with a large amount of calendar events, it can be helpful to have more sorting capabilities than the standard Vtiger Upcoming Activities widget.  We created an Upcoming Activities widget with more filters to help a client quickly find event records. Improved Capabilities in the Upcoming Activities Widget: The largest improvement in our Activities widget customization is that you can filter by every field

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Patrick O'Brien December 7, 2017

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